Insurance
SITUATION
Legacy Brokers initially needed more consistent IT services and help addressing challenges around functionality, training and documentation. The company also wasn’t sure how to get the most value and efficiency out of its Microsoft Office 365 licenses.
Initially, Purpose TG worked with Legacy Brokers to understand how they wanted to use technology to achieve success, but once the COVID-19 pandemic broke out, CEO Rick Finfera knew his company also needed PTG’s help to quickly transition to a work-from-home model.
SOLUTION
After performing an IT assessment, Purpose helped Legacy Brokers migrate from its historical email provider to O365 and implemented OneDrive and SharePoint for storage and better online collaboration. When the time came to keep employees home, healthy and productive, Purpose worked quickly to establish a VPN router at the Legacy Brokers office, purchased hardware, configured internal apps and VPN connectivity for server access, and trained employees to physically set up their equipment at home.
PTG helped Legacy Brokers get even more out of Microsoft Teams, setting up individual teams and private channels to allow specific access and secure file exchange with external agents while ensuring privacy and compliance within the organization.
“Having the ability to reach them in real time was everything. They moved at the pace I wanted to move. Everything, from start to finish – it’s been one team. It’s been seamless.”
RESULTS
Finfera said that Purpose “seamlessly implemented the online collaboration software we needed to work remotely in just a couple of days.” Now Legacy Brokers is able to conduct business – everything from video meetings and sharing and editing documents in real time to winning new business – all from the safety of their homes. PTG continues to proactively reach out to the team to monitor their IT needs and promptly resolve issues. Finfera applauds Purpose for its ability to partner side-by-side with his team, respond rapidly and get ahead of any problems that may arise.
